When you invest in properties through a qualified opportunity fund, you’re not only eligible for significant tax benefits, you’re also revitalizing up-and-coming communities by creating more jobs, driving business, and expanding housing.
2023
Invest capital gains from prior investment into a Qualified Opportunity Fund and begin deferring tax
2026
Pay taxes on original federal capital gains
2034 - 2047
Pay no federal capital gains taxes on the gain from the sale of the QOF investment
Here are some of the potential benefits associated with Qualified Opportunity Fund investments.
Let Our Team Work for YouSpeculative Investments
Qualified Opportunity Funds are speculative in nature and heavily reliant on the assumptions used by investment sponsors which may prove to be inaccurate.
Illiquid Investment
No public market currently exists and one is unlikely to develop. Selling an interest in a QOF may proved to be difficult or impossible.
Real Estate Risks
Investments in real estate are subject to various economic risks including among other things recession, inflation, supply and changing market demographics.
Potential Returns
The amount and timing of QOF investment distributions are not guaranteed. There is no guarantee that investor will receive distributions or a return of capital.
Tax Risks
Tax rules and guidelines for QOZ investing have not been finalized and subsequent changes to QOZ rules and guidelines may have material adverse consequences to QOF Funds and their investors.
Regulatory Risk
The regulatory framework governing QOZ investing is fluid and changes are ongoing. Subsequent changes to QOZ and QOF regulations may have material adverse consequences to QOF Funds and their investors.
In 2017, the Tax Cuts and Jobs act established a new tax incentive to encourage investments in over 8,000 designated opportunity zones that haven't seen significant capital investment in decades.
When you invest in properties through qualified opportunity fund, you're not only eligible for significant tax benefits. You're also revitalizing up-and-coming communities by creating more jobs, driving business and expanding housing.
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